The U.S. trucking industry entered Q4 2025 under significant economic strain. As indicated by the Freight TSI, Freight volumes remained subdued, and domestic freight activity has not shown meaningful momentum, with late-year figures pointing to continued declines compared to prior months and the prior year.
In labor markets, the transportation sector unemployment rate fell to around 3.6% by December, a notable improvement from summer readings, but employment in truck transportation remains slightly lower than a year earlier, suggesting ongoing structural labor headwinds for carriers.
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